Christina Ann Sonnier Smith

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → Present
  Ubs Financial Services Inc.
  Houston, TX

Previous Registrations

• 2013-04-22 → 2015-12-15
  Credit Suisse Securities (Usa) Llc
  Houston, TX
• 2012-11-19 → 2013-05-02
  Morgan Stanley
  Houston, TX
• 2006-12-14 → 2012-10-15
  Ubs Financial Services Inc.
  Lafayette, LA
  Lafayette, LA

Exams

• S66 Uniform Combined State Law Examination
  2005-12-15

Other Names

• Christina Sonnier
• Christina Ann Sonnier
• Christina Ann Sonnier Smith